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GREENOAKS CAPITAL PARTNERS LLC
GREENOAKS CAPITAL PARTNERS LLC
GREENOAKS CAPITAL
ORINDA, California
·
6 registered advisors
·
CRD# 165941
SEC# 801-88209
2
415.942.5322
01
Firm Overview
AUM
$9.5B
Regulatory assets under management
Employees
63
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at GREENOAKS CAPITAL PARTNERS LLC
6 registered advisors
Benjamin Scott Peretz
ORINDA, California
CRD# 5355794
Benjamin Woodside Schrier
ORINDA, California
CRD# 7990717
Neil Mehta
ORINDA, California
CRD# 6131196
Patrick Heining Lai
ORINDA, California
CRD# 3247946
Samuel Jonathan Tang
SAN FRANCISCO, California
CRD# 6469326
Steven Dennis Buchholz
ORINDA, California
CRD# 7981116
05
Office Locations
ORINDA, California
5 advisors
SAN FRANCISCO, California
1 advisor
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Data sourced from SEC Form ADV filings. GREENOAKS CAPITAL PARTNERS LLC (CRD# 165941) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.